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JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$16.09
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets470.26M
American Funds American Balanced R3
Price$36.51
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets252.98B
JDVCX vs RLBCX Comparison Chart in %
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JDVCX vs. RLBCX commentary
Aug 02, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDVCX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 253B vs. JDVCX (470M). JDVCX pays higher dividends than RLBCX: JDVCX (1.88) vs RLBCX (1.56). JDVCX was incepted earlier than RLBCX: JDVCX (22 years) vs RLBCX (23 years). JDVCX (1.74) is less costly to investors than RLBCX (0.89). JDVCX is a more actively managed with annual turnover of: 63.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDVCX: RLBCX (250) vs JDVCX (1000). JDVCX annual gain was more profitable for investors over the last year : 7.93 vs. RLBCX (7.14). RLBCX return over 5 years is better than : 35.49 vs. JDVCX (5.03).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | 1.46 | 0.89 | 164% |
| Annual Report Gross Expense Ratio | 1.74 | 0.89 | 196% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 7.062 | 7.534 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 253B | 0% |
| Annual Yield % from dividends | 1.88 | 1.56 | 121% |
| Returns for 1 year | 7.93 | 7.14 | 111% |
| Returns for 3 years | 20.28 | 29.81 | 68% |
| Returns for 5 years | 5.03 | 35.49 | 14% |
| Returns for 10 years | 8.36 | 59.49 | 14% |
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